Madrona Financial Services, LLC has filed its quarterly report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it sheds light on the company's asset management strategies and portfolio adjustments.
Background
Madrona Financial Services, LLC is an investment management firm based in Everett, Washington. The company focuses on providing comprehensive financial services to its clients. According to recent filings, Madrona has consistently submitted Form 13F-HR reports, with the latest submission dated October 23, 2026. This filing is part of their regular reporting obligations as an institutional investment manager.
What the Filing Says
The recent filing, accession number 0001578370-26-000006, includes details about the firm's holdings as of the end of September 2026. While specific figures and holdings were not disclosed in the filing text, the report is expected to provide insights into the firm's investment strategies and market positioning.
Impact
This filing may affect various stakeholders, including clients, investors, and competitors in the investment management sector. By analyzing Madrona's reported holdings, competitors can gain insights into market trends and potential shifts in investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing date for this report was October 23, 2026, and it was accepted by the SEC on the same day. The report covers the period ending September 30, 2026, and includes two documents related to the filing.
Contact Information
Madrona Financial Services, LLC is located at 2911 Bond Street, Suite 200, Everett, WA 98201. For inquiries, they can be reached at 425-212-3777. This information is crucial for stakeholders who may wish to discuss the firm's investment strategies or seek further clarification on their holdings.
Additional Insights
While the filing provides a snapshot of Madrona's investment holdings, it does not disclose specific figures or individual asset details. Investors and analysts will have to await further disclosures or additional filings for a more comprehensive understanding of the firm's portfolio composition and performance.